DE vs MS: Which Is the Better Buy?
Side-by-side comparison of Deere & Company and Morgan Stanley — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
Deere & Company · Industrials
$589.24
-29.6% upside to fair value
Grade D
High Quality
VS
Morgan Stanley · Financial Services
$223.17
-1802.9% upside to fair value
Grade D
High Quality
QuantHub Verdict
DE has more upside to fair value
(-29.6%).
MS trades at a lower forward P/E
(20.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
MS |
| Current Price |
$589.24 |
$223.17 |
| Fair Value Estimate |
$414.61 |
$-3,800.42 |
| Upside to Fair Value |
-29.6%
|
-1802.9%
|
| Market Cap |
$159.1B |
$352.0B |
| Forward P/E |
33.3x
|
20.1x
|
| EV / EBITDA |
18.8x
|
21.9x
|
| Price / Sales |
3.4x
|
2.9x
|
| Price / FCF |
42.2x
|
-334.6x
|
| Revenue Growth YoY |
+6.7%
|
+18.8%
|
| Gross Margin |
35.4%
|
58.0%
|
| Operating Margin |
18.4%
|
19.5%
|
| Return on Equity |
18.3%
|
16.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.37%
|
—
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
Deere & Company is a leading global manufacturer of agricultural, construction, and forestry machinery with a durable competitive moat anchored by its number one market share in large agricultural equipment and a dense dealer network. The company benefits from embedded precision agriculture technology that widens its competitive gap, particularly in North America where it holds 40 to 60 percent m…
Morgan Stanley is a leading global financial services firm with a strong focus on wealth management and institutional securities, generating $70.6 billion in net revenues in 2025. The company benefits from a durable competitive moat driven by its fee-based wealth franchise, strong profitability with a 15.1% net margin, and steady capital returns. However, the stock is significantly overvalued, tr…
Accumulation Zones
| Metric |
DE |
MS |
| Zone Low |
$310.96 |
$-2,850.32 |
| Zone High |
$352.42 |
$-3,230.36 |
| In Buy Zone? |
No
|
No
|